aheadbankbanksbullishbusycarrycentralchinaclosercontinuecurrenciescutdatadivergencedollardovishdramadrivedrivingeasteconomyelectionelectionsemergingenglandescalationseuropeexceptionalismexpectfedfinallyfiscalfocusgbpglobalgrowthhappenedhardheadhigherholdinflationjapanjunekeylookmajormarketmarketsmeanmeansmiddlemovesnextnorthoctoberoutlookplaypolicypoliticalpoliticsquestionsrerecentreopeningriskseeseptemberspecialsterlingstrongtariffstradeukuncertaintyupdatesususdvolatilityvulnerablewatchweekwillyearyen